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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,735 | $110,410-93.0% | $102,437-92.4% | $145,897-94.7% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 22.25% | 24.85%-2.6pp | 24.95%-2.7pp | 552.29%-530.0pp |
| Employer contribution / active EE | $854 | $4,217-79.8% | $3,871-77.9% | $4,663-81.7% |
| Participant deferral / active EE | $3,659 | $5,622-34.9% | $5,060-27.7% | $6,689-45.3% |
| Admin fee / account holder | $65 | $9,745-99.3% | $8,388-99.2% | $13,390-99.5% |